1. Add Users to Your Organization
Invite your team to collaborate.
Head to your Teammates tab to invite your teammates to join. Assign roles and permissions so everyone has the right level of access.
Tip: You can always edit user roles or remove users later if your team changes.
2. Connect Your Channels
Link your social and communication channels.
Go to the Channels tab and connect your platforms like Facebook, Instagram, LinkedIn, and Mailchimp. This allows you to create, schedule, and track content from one place.
Note: Be sure you have admin access to the accounts you’re connecting.
3. Import Your Contacts
Easily bring in your contact list.
Go to the Audiences tab to upload your existing contacts to start engaging your audience with email campaigns, event invites, and newsletters. You can import contacts via CSV or integrate directly with supported platforms.
Don’t forget to tag your contacts to keep lists organized by audience type!
4. Start Your First Post
Create and share your first piece of content.
Click “Create Post” and walk through our easy builder to share an update, announcement, or promotion. Schedule it for later or publish it right away!
Use hashtags, emojis, and location tags to boost reach and engagement.
Need help with any of the steps?
Check out our Help Center or contact us at support@pollensocial.com — we’re here to help!